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Videos > CRM 7-8 > CRM Setup > Data Imports & Exports > Prepare Spreadsheet For Importing

CRM 7-8

Prepare Spreadsheet For Importing

Importing information into a customer relationship management solution doesn’t have to be difficult or time-consuming.

In the following video, you’ll learn how to prepare your spreadsheet of contact and company information so it’s ready for importing into OnContact CRM.